How big is Customer Retention Solutions' plan?

Customer Retention Solutions' plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250822111232NAL0005070305001

Customer Retention Solutions

Name: Customer Retention Solutions — Customer Retention, Form 5500 (2024)
Creator: Customer Retention Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Customer Retention Solutions Defined Benefit Pension Plan

Defined-benefit pension plan · Customer Retention Solutions' Customer Retention Solutions Defined Benefit Pension Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

David J. Disser signed Customer Retention Solutions' 2024 Form 5500 as plan administrator.

David J. Disser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Customer Retention Solutions' EIN is 38-3613328.

EIN 38-3613328

Plan number 001

Plan year 2024

ACK ID 20250822111232NAL0005070305001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Customer Retention Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Customer Retention Solutions' plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUSTOMER RETENTION SOLUTIONS.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score